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Create Analytics reports

Learn how to create Analytics reports via the web app.

If you're interested in signing up for Early Access to the new Analytics experience, please get in touch with your customer success manager or our customer support team. We look forward to bringing this experience to all customers later this year.

Why create Analytics reports?

The Analytics feature empowers you to see all of your data in one place, although this can sometimes be overwhelming for groups or users who don't require full visibility. By creating individual Analytics reports, you can manage the flow of data across your organization so that stakeholders only see the information most relevant to them.

Take note

  • The Analytics feature is only available on the web app.

  • You can only create up to 100 Analytics reports within your organization.

Create an Analytics report

  1. Log in to the web app.

  2. Select Analytics from the menu on the left-hand side.

  3. Click Plus iconCreate report on the upper-right of the page. Create reports in the new Analytics experience.

  4. Click image on the upper-left of the page to name your report.

  5. Customize the charts in your report accordingly, ensuring that each chart is populated with data and any unwanted charts are deleted. You can also add, resize, and move charts as needed.

  6. Click Save on the upper-right of the page.

  7. You can then share your Analytics report with up to 40 groups within your organization.

Need more help?